Rothschild Investment LLC’s Vitesse Energy VTS Stock Holding History

Rothschild Investment LLC’s Portfolio VTS Stock Details VTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.08K	Buy	195 +160	+457%	+$2.83K	﹤0.01%	2554
2026 Q1	$636	Sell	35 -2	-5%	-$40	﹤0.01%	3042
2025 Q4	$713	Sell	37 -21	-36%	-$448	﹤0.01%	2799
2025 Q3	$1.35K	Hold	58	–	–	﹤0.01%	2454
2025 Q2	$1.28K	Sell	58 -70	-55%	-$1.53K	﹤0.01%	2329
2025 Q1	$3.15K	Buy	128 +25	+24%	+$640	﹤0.01%	1656
2024 Q4	$2.58K	Buy	103 +15	+17%	+$392	﹤0.01%	1654
2024 Q3	$2.11K	Buy	88 +25	+40%	+$617	﹤0.01%	1692
2024 Q2	$1.49K	Hold	63	–	–	﹤0.01%	1488
2024 Q1	$1.5K	Buy	63 +5	+9%	+$110	﹤0.01%	1237
2023 Q4	$1.27K	Buy	+58	New	+$1.34K	﹤0.01%	1178

Other funds holding VTS

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rothschild Investment LLC's VTS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Vitesse Energy (VTS) stake by 457% in Q2 2026, buying an estimated $2.83K and bringing the position to 195 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Rothschild Investment LLC first reported a position in VTS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.15K in Q1 2025. 234 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

Rothschild Investment LLC held 195 shares of Vitesse Energy worth $3.08K as of Q2 2026.
Rothschild Investment LLC bought 160 Vitesse Energy shares in Q2 2026, an estimated $2.83K.
Vitesse Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2554 holding.
Rothschild Investment LLC first reported a position in Vitesse Energy in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Vitesse Energy position peaked at $3.15K in Q1 2025.
234 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.